Prio Wealth Limited Partnership as of Sept. 30, 2020
Portfolio Holdings for Prio Wealth Limited Partnership
Prio Wealth Limited Partnership holds 263 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.5 | $228M | 2.0M | 115.81 | |
| Microsoft Corporation (MSFT) | 4.2 | $102M | 482k | 210.33 | |
| Thermo Fisher Scientific (TMO) | 4.0 | $97M | 220k | 441.52 | |
| Abbott Laboratories (ABT) | 3.5 | $83M | 766k | 108.83 | |
| Amazon (AMZN) | 3.4 | $83M | 26k | 3148.73 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $82M | 56k | 1469.59 | |
| salesforce (CRM) | 3.2 | $77M | 305k | 251.32 | |
| Broadcom (AVGO) | 2.9 | $70M | 193k | 364.32 | |
| Wal-Mart Stores (WMT) | 2.7 | $65M | 463k | 139.91 | |
| Facebook Cl A (META) | 2.2 | $53M | 201k | 261.90 | |
| Home Depot (HD) | 2.2 | $52M | 187k | 277.71 | |
| Merck & Co (MRK) | 2.1 | $50M | 606k | 82.95 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $46M | 473k | 96.27 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $43M | 128k | 336.06 | |
| Bank of America Corporation (BAC) | 1.7 | $42M | 1.7M | 24.09 | |
| Johnson & Johnson (JNJ) | 1.7 | $42M | 281k | 148.88 | |
| Boston Scientific Corporation (BSX) | 1.7 | $41M | 1.1M | 38.21 | |
| Disney Walt Com Disney (DIS) | 1.6 | $39M | 316k | 124.08 | |
| Deere & Company (DE) | 1.6 | $39M | 177k | 221.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $39M | 27k | 1465.59 | |
| Pepsi (PEP) | 1.6 | $38M | 275k | 138.60 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $33M | 100k | 334.89 | |
| Colgate-Palmolive Company (CL) | 1.3 | $32M | 409k | 77.15 | |
| Visa Com Cl A (V) | 1.3 | $30M | 152k | 199.97 | |
| Xylem (XYL) | 1.2 | $30M | 357k | 84.12 | |
| Teradyne (TER) | 1.1 | $27M | 342k | 79.46 | |
| Raytheon Technologies Corp (RTX) | 1.1 | $26M | 452k | 57.54 | |
| Goldman Sachs (GS) | 1.1 | $26M | 127k | 200.97 | |
| Smith & Nephew Group Spdn Adr New (SNN) | 0.9 | $23M | 583k | 39.10 | |
| Intel Corporation (INTC) | 0.9 | $22M | 428k | 51.78 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $22M | 116k | 185.31 | |
| eBay (EBAY) | 0.9 | $21M | 399k | 52.10 | |
| Diageo Spon Adr New (DEO) | 0.8 | $19M | 135k | 137.66 | |
| SVB Financial (SIVBQ) | 0.7 | $18M | 75k | 240.62 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.7 | $17M | 210k | 83.05 | |
| Oracle Corporation (ORCL) | 0.7 | $17M | 286k | 59.70 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $17M | 335k | 50.45 | |
| Procter & Gamble Company (PG) | 0.7 | $17M | 120k | 138.99 | |
| Illinois Tool Works (ITW) | 0.7 | $17M | 86k | 193.21 | |
| United Parcel Service CL B (UPS) | 0.7 | $16M | 98k | 166.63 | |
| Roper Industries (ROP) | 0.7 | $16M | 40k | 395.11 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $16M | 460k | 34.33 | |
| Emerson Electric (EMR) | 0.7 | $16M | 239k | 65.57 | |
| Otis Worldwide Corp (OTIS) | 0.6 | $15M | 244k | 62.42 | |
| Nike CL B (NKE) | 0.6 | $15M | 119k | 125.54 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $14M | 92k | 153.80 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.6 | $14M | 42k | 338.83 | |
| stock | 0.6 | $13M | 71k | 188.13 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $13M | 61k | 212.93 | |
| Danaher Corporation (DHR) | 0.5 | $13M | 60k | 215.33 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $12M | 55k | 226.00 | |
| Automatic Data Processing (ADP) | 0.5 | $12M | 87k | 139.49 | |
| 3M Company (MMM) | 0.5 | $12M | 73k | 160.18 | |
| Edwards Lifesciences (EW) | 0.5 | $12M | 145k | 79.82 | |
| Becton, Dickinson and (BDX) | 0.5 | $11M | 48k | 232.67 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.5 | $11M | 268k | 40.90 | |
| Fiserv (FI) | 0.4 | $11M | 103k | 103.05 | |
| Mondelez Intl Cl A (MDLZ) | 0.4 | $11M | 183k | 57.45 | |
| McDonald's Corporation (MCD) | 0.4 | $10M | 47k | 219.49 | |
| Northern Trust Corporation (NTRS) | 0.4 | $10M | 129k | 77.97 | |
| Abbvie (ABBV) | 0.4 | $9.7M | 110k | 87.59 | |
| W.W. Grainger (GWW) | 0.4 | $9.6M | 27k | 356.78 | |
| Amgen (AMGN) | 0.4 | $9.6M | 38k | 254.17 | |
| TJX Companies (TJX) | 0.4 | $9.3M | 167k | 55.65 | |
| Coca-Cola Company (KO) | 0.4 | $9.2M | 185k | 49.37 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $9.0M | 29k | 307.65 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $8.1M | 116k | 70.23 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $8.1M | 187k | 43.24 | |
| PNC Financial Services (PNC) | 0.3 | $7.4M | 67k | 109.91 | |
| Caterpillar (CAT) | 0.3 | $6.5M | 44k | 149.14 | |
| Advanced Micro Devices (AMD) | 0.2 | $5.9M | 71k | 82.00 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $5.6M | 122k | 46.26 | |
| International Business Machines (IBM) | 0.2 | $5.4M | 45k | 121.68 | |
| Independent Bank (INDB) | 0.2 | $5.4M | 103k | 52.38 | |
| Air Products & Chemicals (APD) | 0.2 | $4.8M | 16k | 297.88 | |
| Pfizer (PFE) | 0.2 | $4.7M | 129k | 36.70 | |
| CVS Caremark Corporation (CVS) | 0.2 | $4.5M | 78k | 58.41 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $4.4M | 96k | 45.99 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $4.4M | 8.9k | 490.38 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $4.3M | 24k | 176.26 | |
| American Express Company (AXP) | 0.2 | $4.2M | 42k | 100.25 | |
| Union Pacific Corporation (UNP) | 0.2 | $4.0M | 21k | 196.87 | |
| Cerner Corporation | 0.2 | $4.0M | 55k | 72.29 | |
| Bristol Myers Squibb (BMY) | 0.2 | $3.9M | 65k | 60.29 | |
| IDEXX Laboratories (IDXX) | 0.2 | $3.8M | 9.7k | 393.14 | |
| Costco Wholesale Corporation (COST) | 0.1 | $3.6M | 10k | 354.99 | |
| Gilead Sciences (GILD) | 0.1 | $3.5M | 56k | 63.19 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $3.4M | 29k | 120.33 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $3.3M | 22k | 147.66 | |
| Baxter International (BAX) | 0.1 | $3.3M | 40k | 80.42 | |
| Chevron Corporation (CVX) | 0.1 | $3.2M | 44k | 72.00 | |
| Honeywell International (HON) | 0.1 | $3.1M | 19k | 164.59 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $3.1M | 44k | 69.44 | |
| Schlumberger (SLB) | 0.1 | $2.9M | 185k | 15.56 | |
| General Electric Company | 0.1 | $2.7M | 429k | 6.23 | |
| Waste Management (WM) | 0.1 | $2.6M | 23k | 113.17 | |
| SYSCO Corporation (SYY) | 0.1 | $2.5M | 40k | 62.22 | |
| Waters Corporation (WAT) | 0.1 | $2.5M | 13k | 195.71 | |
| Linde SHS | 0.1 | $2.4M | 10k | 238.12 | |
| Dover Corporation (DOV) | 0.1 | $2.4M | 22k | 108.33 | |
| Tesla Motors (TSLA) | 0.1 | $2.3M | 5.3k | 429.00 | |
| Carrier Global Corporation (CARR) | 0.1 | $2.2M | 74k | 30.53 | |
| Ecolab (ECL) | 0.1 | $2.2M | 11k | 199.86 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $2.0M | 24k | 82.86 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $2.0M | 18k | 114.68 | |
| ConocoPhillips (COP) | 0.1 | $2.0M | 60k | 32.85 | |
| Nextera Energy (NEE) | 0.1 | $1.8M | 6.6k | 277.59 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.8M | 17k | 108.10 | |
| Phillips 66 (PSX) | 0.1 | $1.8M | 34k | 51.85 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $1.7M | 14k | 127.96 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.7M | 27k | 63.66 | |
| Chubb (CB) | 0.1 | $1.7M | 15k | 116.11 | |
| Paccar (PCAR) | 0.1 | $1.6M | 19k | 85.29 | |
| Varian Medical Systems | 0.1 | $1.6M | 9.0k | 172.01 | |
| Verizon Communications (VZ) | 0.1 | $1.5M | 26k | 59.48 | |
| Booking Holdings (BKNG) | 0.1 | $1.5M | 897.00 | 1710.14 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.1 | $1.5M | 63k | 24.07 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.5M | 34k | 44.08 | |
| Stryker Corporation (SYK) | 0.1 | $1.5M | 7.2k | 208.43 | |
| Brookline Ban (BRKL) | 0.1 | $1.5M | 173k | 8.65 | |
| Ametek (AME) | 0.1 | $1.5M | 15k | 99.40 | |
| Lululemon Athletica (LULU) | 0.1 | $1.5M | 4.5k | 329.33 | |
| At&t (T) | 0.1 | $1.4M | 49k | 28.52 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $1.4M | 22k | 63.49 | |
| CSX Corporation (CSX) | 0.1 | $1.4M | 18k | 77.66 | |
| Dell Technologies CL C (DELL) | 0.1 | $1.3M | 20k | 67.67 | |
| Fortive (FTV) | 0.1 | $1.3M | 17k | 76.20 | |
| Dupont De Nemours (DD) | 0.1 | $1.3M | 24k | 55.48 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.3M | 5.6k | 227.68 | |
| Lowe's Companies (LOW) | 0.1 | $1.2M | 7.4k | 165.88 | |
| Shopify Cl A (SHOP) | 0.1 | $1.2M | 1.2k | 1023.33 | |
| Capital One Financial (COF) | 0.0 | $1.1M | 16k | 71.87 | |
| Cisco Systems (CSCO) | 0.0 | $1.1M | 29k | 39.38 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $1.1M | 24k | 46.24 | |
| Anika Therapeutics (ANIK) | 0.0 | $1.1M | 31k | 35.39 | |
| Hexcel Corporation (HXL) | 0.0 | $1.1M | 32k | 33.54 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $1.1M | 6.0k | 180.08 | |
| Dow (DOW) | 0.0 | $1.0M | 22k | 47.07 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $1.0M | 28k | 36.44 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.0M | 16k | 61.78 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $987k | 253k | 3.91 | |
| Us Bancorp Del Com New (USB) | 0.0 | $981k | 27k | 35.84 | |
| Norfolk Southern (NSC) | 0.0 | $977k | 4.6k | 214.02 | |
| Wells Fargo & Company (WFC) | 0.0 | $881k | 38k | 23.52 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $862k | 2.5k | 338.17 | |
| Dominion Resources (D) | 0.0 | $834k | 11k | 78.98 | |
| Mettler-Toledo International (MTD) | 0.0 | $773k | 800.00 | 966.25 | |
| Eversource Energy (ES) | 0.0 | $768k | 9.2k | 83.59 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $760k | 5.3k | 142.80 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $752k | 2.6k | 293.98 | |
| American Tower Reit (AMT) | 0.0 | $725k | 3.0k | 241.83 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $659k | 2.2k | 300.91 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $655k | 2.1k | 311.61 | |
| Microchip Technology (MCHP) | 0.0 | $649k | 6.3k | 102.77 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $648k | 5.3k | 122.45 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $645k | 1.7k | 383.47 | |
| Corning Incorporated (GLW) | 0.0 | $643k | 20k | 32.43 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $620k | 4.1k | 149.87 | |
| General Mills (GIS) | 0.0 | $614k | 10k | 61.69 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $603k | 7.6k | 79.86 | |
| Hologic (HOLX) | 0.0 | $598k | 9.0k | 66.51 | |
| State Street Corporation (STT) | 0.0 | $582k | 9.8k | 59.36 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $572k | 5.0k | 114.45 | |
| Bryn Mawr Bank | 0.0 | $565k | 23k | 24.88 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $550k | 4.1k | 134.64 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $541k | 18k | 29.96 | |
| Eli Lilly & Co. (LLY) | 0.0 | $523k | 3.5k | 148.12 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $508k | 18k | 28.52 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $507k | 2.6k | 193.96 | |
| Fortune Brands (FBIN) | 0.0 | $493k | 5.7k | 86.49 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $487k | 1.6k | 309.21 | |
| Zoom Video Communications In Cl A (ZM) | 0.0 | $484k | 1.0k | 469.90 | |
| UnitedHealth (UNH) | 0.0 | $469k | 1.5k | 312.04 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $462k | 1.7k | 277.64 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $461k | 3.6k | 128.77 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $440k | 2.6k | 170.21 | |
| Mersana Therapeutics (MRSN) | 0.0 | $438k | 24k | 18.62 | |
| Paychex (PAYX) | 0.0 | $428k | 5.4k | 79.75 | |
| Associated Banc- (ASB) | 0.0 | $426k | 34k | 12.62 | |
| Jacobs Engineering | 0.0 | $425k | 4.6k | 92.71 | |
| AFLAC Incorporated (AFL) | 0.0 | $409k | 11k | 36.34 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $406k | 7.4k | 54.97 | |
| Paypal Holdings (PYPL) | 0.0 | $406k | 2.1k | 196.99 | |
| Cigna Corp (CI) | 0.0 | $406k | 2.4k | 169.24 | |
| Eaton Vance Corp Com Non Vtg | 0.0 | $404k | 11k | 38.13 | |
| Xilinx | 0.0 | $401k | 3.8k | 104.24 | |
| Dentsply Sirona (XRAY) | 0.0 | $398k | 9.1k | 43.76 | |
| Clorox Company (CLX) | 0.0 | $383k | 1.8k | 210.32 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $375k | 4.6k | 80.96 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $373k | 6.5k | 57.32 | |
| Target Corporation (TGT) | 0.0 | $364k | 2.3k | 157.24 | |
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $364k | 5.6k | 64.71 | |
| Qualcomm (QCOM) | 0.0 | $361k | 3.1k | 117.59 | |
| International Paper Company (IP) | 0.0 | $361k | 8.9k | 40.51 | |
| Hershey Company (HSY) | 0.0 | $358k | 2.5k | 143.20 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $354k | 5.1k | 69.41 | |
| Cme (CME) | 0.0 | $354k | 2.1k | 167.38 | |
| Manpower (MAN) | 0.0 | $349k | 4.8k | 73.24 | |
| PPG Industries (PPG) | 0.0 | $349k | 2.9k | 121.99 | |
| ResMed (RMD) | 0.0 | $348k | 2.0k | 171.51 | |
| Philip Morris International (PM) | 0.0 | $348k | 4.6k | 74.89 | |
| Boeing Company (BA) | 0.0 | $340k | 2.1k | 165.21 | |
| Hubspot (HUBS) | 0.0 | $338k | 1.2k | 292.13 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $328k | 3.5k | 92.52 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $327k | 1.2k | 277.12 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $321k | 9.3k | 34.35 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $320k | 1.00 | 320000.00 | |
| Travelers Companies (TRV) | 0.0 | $318k | 2.9k | 108.16 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $318k | 2.9k | 111.31 | |
| Paycom Software (PAYC) | 0.0 | $311k | 1.0k | 311.00 | |
| EOG Resources (EOG) | 0.0 | $302k | 8.4k | 35.89 | |
| Broadridge Financial Solutions (BR) | 0.0 | $302k | 2.3k | 132.17 | |
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $295k | 2.6k | 113.46 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $294k | 1.6k | 187.26 | |
| Prologis (PLD) | 0.0 | $289k | 2.9k | 100.80 | |
| Cummins (CMI) | 0.0 | $288k | 1.4k | 210.83 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $288k | 3.3k | 88.62 | |
| L3harris Technologies (LHX) | 0.0 | $287k | 1.7k | 170.12 | |
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $287k | 4.6k | 62.39 | |
| Square Cl A (SQ) | 0.0 | $284k | 1.8k | 162.29 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $283k | 7.9k | 35.91 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $275k | 3.4k | 81.43 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $273k | 1.3k | 218.40 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $272k | 2.7k | 101.04 | |
| Medtronic SHS (MDT) | 0.0 | $271k | 2.6k | 103.99 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $270k | 3.1k | 87.07 | |
| Cdk Global Inc equities | 0.0 | $264k | 6.1k | 43.64 | |
| Southern Company (SO) | 0.0 | $262k | 4.8k | 54.31 | |
| Lam Research Corporation (LRCX) | 0.0 | $262k | 790.00 | 331.65 | |
| Analog Devices (ADI) | 0.0 | $257k | 2.2k | 116.92 | |
| Essential Utils (WTRG) | 0.0 | $256k | 6.4k | 40.19 | |
| Steris Shs Usd (STE) | 0.0 | $251k | 1.4k | 176.14 | |
| Trane Technologies SHS (TT) | 0.0 | $249k | 2.1k | 121.46 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $247k | 1.9k | 126.73 | |
| Twilio Cl A (TWLO) | 0.0 | $247k | 1.0k | 247.00 | |
| Abb Sponsored Adr (ABBNY) | 0.0 | $246k | 9.7k | 25.41 | |
| MarketAxess Holdings (MKTX) | 0.0 | $241k | 500.00 | 482.00 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $240k | 4.7k | 51.61 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $238k | 873.00 | 272.62 | |
| Kla Corp Com New (KLAC) | 0.0 | $233k | 1.2k | 193.36 | |
| Mongodb Cl A (MDB) | 0.0 | $232k | 1.0k | 232.00 | |
| Tyler Technologies (TYL) | 0.0 | $231k | 663.00 | 348.42 | |
| Ingredion Incorporated (INGR) | 0.0 | $227k | 3.0k | 75.67 | |
| Ansys (ANSS) | 0.0 | $227k | 694.00 | 327.09 | |
| Canadian Natl Ry (CNI) | 0.0 | $224k | 2.1k | 106.31 | |
| Akamai Technologies (AKAM) | 0.0 | $221k | 2.0k | 110.50 | |
| Darden Restaurants (DRI) | 0.0 | $221k | 2.2k | 100.64 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $221k | 1.7k | 129.85 | |
| Glaxosmithkline Sponsored Adr | 0.0 | $220k | 5.8k | 37.63 | |
| Agnico (AEM) | 0.0 | $219k | 2.8k | 79.55 | |
| Coupa Software | 0.0 | $219k | 800.00 | 273.75 | |
| Yum! Brands (YUM) | 0.0 | $219k | 2.4k | 91.40 | |
| Kinder Morgan (KMI) | 0.0 | $216k | 18k | 12.36 | |
| Blackstone Group Com Cl A (BX) | 0.0 | $214k | 4.1k | 52.20 | |
| Corteva (CTVA) | 0.0 | $212k | 7.4k | 28.79 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $211k | 750.00 | 281.33 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $210k | 6.0k | 35.23 | |
| Allstate Corporation (ALL) | 0.0 | $208k | 2.2k | 94.12 | |
| Truist Financial Corp equities (TFC) | 0.0 | $207k | 5.4k | 38.07 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $201k | 9.3k | 21.61 | |
| Sealed Air (SEE) | 0.0 | $200k | 5.2k | 38.74 | |
| Ford Motor Company (F) | 0.0 | $136k | 20k | 6.68 | |
| United States Antimony (UAMY) | 0.0 | $34k | 117k | 0.29 |
